It’s much easier to decide, whether you want to make the purchase or not, if you know how much the freight charge is for a specific order with items included in it. The Freight Quote option is a tool that allows you to get live freight rates based from the information provided by selected shipping carrier supported within Connected Business. Note that these freight rates are just estimates from your shipping carrier; other shipping charges may apply and the final freight rate may differ depending on the carrier account and the way the package is tendered to the carrier.
Aside from going to the Shipping module to inquire the shipping rate, a powerful new option is now embedded within the order and invoice forms in the Customer module. The Freight Quote option, when clicked, will give you the freight charge which depends upon the weight of the items, the carrier and service type set up in the Shipping module. Another benefit is that it also supports getting freight quote for multiple boxes to ship.
As a requirement, you will need to correctly set up these options:
Inquire Realtime Freight Charge Within the Order or Invoice Form
- Create a Sales Order. Go to the Customer module > Order > New Order then select a bill to or ship to customer.
- On the Order form, add an item(s) on the inventory line.
Make sure that the shipping method and the location used on the Sales Order form is the correct shipping details as configured from the Shipping module to get the estimated rate.
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- Click on the Freight Quote button from the menu options. The Freight Quote pop up will then display with the estimated freight charge returned by the selected carrier.
- You may now proceed with creating the shipment transaction.
To create the shipment transaction, you may godirectly to the Shipment Details tab within the Sales Order or Sales Invoice form and the shipment form will be displayed. As you click on the Get Labelbutton or pressing [F12], notice that the freight charge value is the same as the rate indicated within the Sales Order form when using the Freight Quote button. See screenshot below:
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Alternately, you can also go to the Shipping module > From SO or From INV to open the Sales order or Sales Invoice form. I hope you find this information worthwhile on your shipment transactions.
For more information, refer to the Realtime Freight on Order/Invoiceonline documentation.
Thanks for taking the time to read this blog!